Updated November 08, 2018 22:34

Why is the number listed in the Account Number box on my 1099-R different from the Wealthfront account number I see on my statements and Settings page?

Our IRA trustee and custodian, IRA Services Trust Company, uses an internal identifier for your account that is different from your Wealthfront account number. That internal identifier is listed in the Account Number box on your 1099-R. To help you cross-reference, we have added your Wealthfront account number to the file name. The account number used by IRA Services Trust Company has no effect on your taxes.

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All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.